Modera Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
34,999
+11,220
| +47% | +$4.36M | 0.17% | 107 |
|
|
2025
Q1 | $10.3M | Sell |
23,779
-155
| -0.6% | -$67.4K | 0.14% | 120 |
|
|
2024
Q4 | $8.83M | Buy |
23,934
+69
| +0.3% | +$25.5K | 0.11% | 132 |
|
|
2024
Q3 | $12.4M | Sell |
23,865
-79
| -0.3% | -$41.1K | 0.16% | 103 |
|
|
2024
Q2 | $13M | Sell |
23,944
-145
| -0.6% | -$78.6K | 0.19% | 96 |
|
|
2024
Q1 | $12.5M | Buy |
24,089
+380
| +2% | +$197K | 0.19% | 95 |
|
|
2023
Q4 | $11.2M | Buy |
23,709
+1,337
| +6% | +$630K | 0.19% | 99 |
|
|
2023
Q3 | $9.74M | Buy |
22,372
+439
| +2% | +$191K | 0.18% | 104 |
|
|
2023
Q2 | $9.74M | Buy |
+21,933
| New | +$9.74M | 0.18% | 107 |
|
|
2022
Q1 | – | Sell |
-949
| Closed | -$440K | – | 422 |
|
|
2021
Q4 | $440K | Buy |
+949
| New | +$440K | 0.02% | 305 |
|